2023 Form 5500 filing — The University Of Tampa Defined Contribution Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009085436NAL0030777536001) for The University Of Tampa Defined Contribution Retirement Plan, reported by The University Of Tampa under EIN 59-0624459 and plan number 001. It reports 1,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009085436NAL0030777536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The University Of Tampa
- EIN
- 59-0624459
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 1,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,602,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,602,212
- Employer contributions
- $5,118,654
- Participant contributions
- $5,929,814
- Total income / additions
- $36,134,539
- Benefits paid
- $9,939,336
- Administrative expenses
- $121,823
- Total expenses
- $10,061,399
- Net increase / (decrease)
- $26,073,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $74,915 | $0 |
| Segal Advisors, Inc | NONE | $38,625 | not reported in the loaded dataset |